This Privacy Policy applies to the website https://lifepensionsmatter.com operated by The Haven of Wellness LLC (“we”, “us”, or “our”), a California Limited Liability Company (EIN: 86-2921885) located at 1968 Coast Highway 235, Laguna Beach, CA 92651.

We are committed to protecting your privacy and maintaining the trust of our visitors and clients.

1. Information We Collect

We collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and date of birth.
• Insurance & Financial Details: Information you provide when requesting Life, Health, Annuity, or Pension quotes and consultations.
• SMS Consent Data: Your phone number and explicit consent when you check the consent box on our forms.
• Technical Data: IP address, browser type, device information, and website usage data.

2. How We Use Your Information

We use your information to:

• Provide accurate insurance quotes and personalized consultations for Life, Health, Annuity, and Pension services.
• Send important transactional SMS messages such as appointment reminders, follow-ups, and inquiry updates.
• Respond to your questions and deliver customer support.
• Improve our website and services.
• Comply with legal and regulatory requirements.

3. SMS and Text Messaging

By providing your phone number and checking the consent checkbox on our forms, you give us your prior express written consent to receive non-marketing, transactional SMS messages from The Haven of Wellness LLC.

These messages include appointment reminders, quote follow-ups, and updates related to your Life, Health, Annuity, or Pension inquiries.

Message & data rates may apply. Message frequency varies. Reply HELP for assistance or STOP to opt out at any time.

We do not send promotional or marketing SMS unless you separately consent to marketing messages.

4. Sharing of Your Information

We may share your information only with:

• Licensed insurance carriers to process your quotes or applications.
• Our SMS service provider solely for delivering consented messages.
• Legal authorities when required by law.

We never sell, rent, or share your phone number for marketing purposes.

5. Your Rights

• Opt out of SMS anytime by texting STOP.
• Request access, correction, or deletion of your personal data.
• California residents have additional rights under CCPA/CPRA.

Contact Us

The Haven of Wellness LLC
1968 Coast Highway 235
Laguna Beach, CA 92651
Email: [email protected]